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Portfolio (Quarterly) Guide ↗

Sendero Wealth Management, LLC

· CIK 0001639375
13F Portfolio $1.0B AUM 330 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 78 Added 65 Reduced 13 Exited
Page 7 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FCN FTI CONSULTING INC Industrials 7,043.0 $1.0M 0.10% +2K +29.7% $149.01 +1.6%
122 TT TRANE TECHNOLOGIES PLC Industrials 2,065.0 $1.0M 0.10% -12.0 -0.6% $491.16 -5.7%
123 WTM WHITE MTNS INS GROUP LTD Financial Services 481.0 $997K 0.10% -81.0 -14.4% $2073.39 +3.5%
124 LPX LOUISIANA PAC CORP Basic Materials 12,667.0 $996K 0.10% +4K +52.9% $78.66 -9.4%
125 WMT WALMART INC Consumer Defensive 8,558.0 $969K 0.10% +3K +44.9% $113.25 +1.7%
126 EQT EQT CORP Energy 17,799.0 $946K 0.09% +13K +301.0% $53.17 -0.1%
127 SBR SABINE RTY TR Energy 12,927.0 $946K 0.09% $73.20 -1.0%
128 MSA MSA SAFETY INC Industrials 5,407.0 $944K 0.09% +749.0 +16.1% $174.58 +8.5%
129 VIG VANGUARD SPECIALIZED FUNDS 3,932.0 $930K 0.09% $236.60 +3.3%
130 MRK MERCK & CO INC Healthcare 7,221.0 $928K 0.09% +2K +49.2% $128.50 +5.2%
131 HLI HOULIHAN LOKEY INC Financial Services 6,779.0 $909K 0.09% +2K +30.1% $134.13 -5.3%
132 INTU INTUIT Technology 3,476.0 $907K 0.09% -8K -70.7% $261.00 +34.3%
133 AXP AMERICAN EXPRESS CO Financial Services 2,672.0 $904K 0.09% $338.25 +0.1%
134 SBUX STARBUCKS CORP Consumer Cyclical 8,684.0 $887K 0.09% $102.19 +3.7%
135 HURN HURON CONSULTING GROUP INC Industrials 9,578.0 $864K 0.09% +3K +55.0% $90.16 +67.9%
136 ISRG INTUITIVE SURGICAL INC Healthcare 2,134.0 $849K 0.08% -14.0 -0.7% $397.68 -1.6%
137 DCI DONALDSON INC Industrials 9,388.0 $843K 0.08% $89.77 +4.7%
138 SYY SYSCO CORP Consumer Defensive 10,045.0 $840K 0.08% -309.0 -3.0% $83.58 -1.9%
139 CSL CARLISLE COS INC Industrials 2,271.0 $824K 0.08% +391.0 +20.8% $362.75 -1.8%
140 CNM CORE & MAIN INC Industrials 16,999.0 $820K 0.08% $48.25 -5.8%
Page 7 of 11  ·  209 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 14.8%
Communication Services 11.5%
Healthcare 10.4%
Industrials 8.9%
Consumer Cyclical 8.6%
Energy 6.5%
Consumer Defensive 4.7%
Utilities 1.5%
Real Estate 0.9%